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暗盤前瞻丨農夫山泉:港股新股史上凍資王,獲衆多頂尖機構投資
uSMART友信智投 09-07 15:30

uSMART友信智投9月7日消息,今日農夫山泉公佈中籤結果,並將於16:15進行暗盤交易。

農夫山泉可以說將港股打新市場的熱情推到了極致。

公開認購人數近71,超過近10年年來的人氣王閱文集團和康基醫療的41萬+。

乙組認購人數將近2.7,而近10年乙組最熱門的康基醫療、歐康維視生物-B都只有1.5萬+。

國配認購倍數約60,歐康維視生物-B爲76倍。

凍結資金6709.41億港元,成爲港股新股史上新的“凍資王”。

富達基金、Coatue、GIC、國調基金、誠通中信基金、歐力士亞洲基金這6名基石鎖定的股份佔發售股份的29.71%。

值得注意的是,國配中前5大承配人共認購約1.3億股,而前5大基石認購的股數只有約1.1億股,意味着有某一位甚至是多位機構大佬獲配的股數超過了基石投資者

此前有新聞報道,農夫山泉拒絕了高瓴資本充當基石,且茅臺旗下茅臺建信(貴州)投資基金參與了農夫山泉的國配並最終獲配,是國配前三十名投資機構中唯一的產業背景投資基金

加之前25大承配人獲配的股數佔國配的93.8%,不難預料,最終選定的國配投資者多爲頂尖的長線投資機構

一些基金也表示正在密切關注農夫山泉,一旦進入港股通,將會考慮買入

估值方面,根據預測,農夫山泉2020和2021年淨利潤爲53億和63億,上市之初市值2405億港元,對應20年和21年PE分別爲40倍、34倍。

農夫山泉無疑是長線投資的優質標的,從短線炒作角度來看,估值並不是重點,基於市場熱度,漲幅預計比較樂觀。

暗盤預報

uSMART友信證券暗盤交易時間:9月7日 16:15~18:30

新股配售 | 農夫山泉一手中籤率12%,公開認購1,148.3倍,國配超購60倍,有綠鞋

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